Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$750K Sell
5,412
-2,946
-35% -$408K 0.27% 116
2025
Q1
$1.34M Buy
8,358
+1,822
+28% +$291K 0.5% 68
2024
Q4
$869K Sell
6,536
-1,873
-22% -$249K 0.33% 90
2024
Q3
$1.16M Buy
+8,409
New +$1.16M 0.41% 79
2023
Q2
$341K Sell
2,511
-782
-24% -$106K 0.12% 129
2023
Q1
$436K Buy
3,293
+13
+0.4% +$1.72K 0.15% 117
2022
Q4
$465K Sell
3,280
-1,415
-30% -$201K 0.16% 108
2022
Q3
$512K Sell
4,695
-855
-15% -$93.2K 0.21% 99
2022
Q2
$588K Sell
5,550
-850
-13% -$90.1K 0.23% 93
2022
Q1
$685K Buy
+6,400
New +$685K 0.25% 93